
Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to a diverse group of institutional clientele.
A Dedication to Service
Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele. As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients.
Customized Service Offerings
Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.
Alternative Investments & Values-Based Investing
Beacon Pointe Advisors has a robust arsenal of both Alternative Investments and Values-Based Investing offerings. Our Investment Research Department and institutional consultants are dedicated to understanding the goals, values, and missions of each organization. These unique needs and values are as broad and as different as every unique client. Our Institutional Consulting Group has extensive depth of expertise in these areas and is well-equipped to assist institutional clientele with aligning mission-driven purposes to create customized investment portfolios to help achieve these mission-related goals.
Connect with Our Institutional Consulting Group
We are here to be of service, guiding your organization to best achieve its desired investment goals and objectives. If you are looking for a trusted partner, please contact us.
Recent Posts
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including…
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including…
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including…
Additional Education & Resources
-
A View from Washington Inside the U.S. Elections
-
The Future of Hiring Trends, Tactics, & Strategies to Stay Ahead in the Evolving Recruitment World
-
Challenges for Nonprofits Going Forward
-
Creating Content that Drives Impact
-
Implications of the 2022 Giving USA Report
-
Fantastic Storytelling to Raise More Money
-
Perspectives on Philanthropy
-
Fundraising and Nonprofit Donor Development
-
Investing in the Age of Financial Repression
-
The Evolution of Private Credit
-
Manager Series - Mar Vista Investment Partners
-
Manager Series - Vaughan Nelson Investment Management
-
Manager Series - Lazard Asset Management
-
Manager Series - Wells Fargo Asset Management
-
Manager Series - FPA Crescent
-
Manager Series - St. James Investment Company
-
The Five Tool Fundraiser
-
Beacon Pointe ICS CASC Annual Meeting 2021